The Administrator Portal is a central location where you can view full company details, your employee directory, user and account details, and snapshots. The portal currently provides only viewing access; however, you can use the portal now to verify that information is accurate and complete. Editing access will be coming soon.
Note: This portal is available only for Administrator users.
This article walks through:
Access the Administrator Portal
Log in to Perceptyx.
In the navigation bar, click Administrator Portal.
The Administrator Portal dashboard appears.
The side navigation panel provides quick access for viewing company details, employee information, and snapshots. The dashboard widgets also provide access to employee and snapshot information.
View Company Details
Company details include information used for platform setup, activation/invite method, and contact information.
In the side navigation panel, click Company Details.
Review the information.
View the Employee Directory
The employee directory lists the following information for each employee in your organization:
First Name
Last Name
SSO ID (if applicable)
Email
Employee ID
Status (Activating, Active, Inactive, or Staged)
You can search for specific employees by Employee ID, name, or email, and you can view user details for any employee.
User details include user status, account details, and language and notification preferences.
View the Employee Directory
In the Employee Directory widget, click Take me to the list.
Note: You can also click Employees in the side navigation panel.
Review the information.
Search for an Employee
Navigate to the Employee Directory.
At the top of the screen, click the Search box, then type the identifier you want to search (first name, last name, employee ID, or email address).
Press Enter.
The display updates to show any record(s) that match your search criteria.
View User Details
Navigate to the Employee Directory.
Search for the employee whose details you want to view.
In the Actions column, click Actions > User Details for the user.
The display updates to show details for the user.
Snapshots
The Snapshots feature will function as the hierarchy view in future releases.